(Beta) Setting up Services Forecasting

Warning:

Services Forecasting is Beta functionality in this release. Further development is required to deliver a fully functional solution. Contact Certinia Support.

Revenue Forecasting is unaffected and continues to work in the same way as before.

If you have permissions to do so, follow the steps described on this page to set up and configure Services Forecasting.

To perform the steps, you must be assigned the System Administrator profile and the CRM Analytics Platform Admin permission set. To complete the tasks, follow the steps and refer to the related Help pages.

Services Forecasting Setup Tasks
Step Task Related Help Page
1 Ensure that the required packages are installed in your org. (Beta) Required Packages for Services Forecasting
2 Enable the scenario history feature. Enabling Scenario History
3 Ensure that Analytics is enabled in your org. See the Salesforce Help.
4 Assign the relevant licenses and permission sets to the users who require them.  
5

If you don't use Revenue Management to recognize revenue for services, identify the records that you want to generate services forecasts for and define the recognition method for each record.

If you do use Revenue Management to recognize revenue for services, no additional steps are required. The revenue recognition template defined on the records determines the recognition method used while generating forecasts.

 No Integration with Revenue Management
6 Enable the Services Forecasting feature in the Feature Console. (Beta) Setting up Services Forecasting Using the Feature Console